Sutherland

Yellow Brick Road Sutherland is proud to be a member of the Sutherland Shire community.

Our mission is to provide access to quality financial service and assist you in reaching your dreams sooner, with innovative products for every stage of life.

We believe in developing long-standing relationships with our clients and their families - offering honest, professional & personable service.

Getting your finances in order doesn't have to be daunting. The team at Yellow Brick Road Sutherland welcomes the opportunity to work with you to review your finances & create the plan that will help you achieve your goals.

Our mortgage brokers and financial planners strive to provide a truly superior, high quality service that is tailored to what the local area needs and wants. It may be as simple as finding the right home loan, creating a more complex investment and savings plan, or making your super work for you for a comfortable retirement.

Estimate based on a 30 year old professional with a salary of $90,000p.a. and starting super balance of $45,000. Comparison vs average retail super fund fees, and assuming investment returns of 7.0% p.a. before fees. Past performance is not an indicator of future
performance. Projections and outcomes will vary & are dependent on age, salary, continuity & starting balance. Consider your own objectives, financial situation, needs and fund’s PDS before making a decision. YBR Super issued by MAP Funds Management Ltd ACN
011061831, AFSL 240753 & distributed by YBR Wealth Management Pty Ltd ACN 128650037, AFSL 323825. Modelled by Professional Financial Solutions as at 08/04/16 & contracted by YBR. Avr MySuper fees charged by retail funds from Oct 14. Outcome for 37yrs,
balanced investment (mix fees for active/passive investments) after tax but before fees. Excludes contribution, entry, exit & additional advisor fees. Fees may change in future & alter outcome which may vary between individual funds.

Our Services

Home Loans

Financial Advice

Superannuation

Savings

Business Finance

Meet the Sutherland team

Stephen Goodwin

Principal and Wealth Manager

Stephen Goodwin, Wealth Manager and Principal at Yellow Brick Road Sutherland, loves the Shire and its people. The Shire is the Birthplace of modern Australia and having been born on the 200th Anniversary of Cook's landing at Kurnell, Stephen could not be more patriotic for the Shire and its community.

Stephen's qualifications include: Diploma of Business Accounting Diploma of Business Banking & Finance Diploma of Financial Services Mortgage Broking Management Diploma of Financial Services Financial Planning Using this experience, Stephen was a past president of the Engadine Chamber of Commerce, is a treasurer for a local scouting group and participates at local sporting clubs including rugby league & netball. As a loyal supporter he is still celebrating the victory of his beloved Cronulla Sharks.

Todd Francis, Wealth Manager and Principal at Yellow Brick Road Sutherland, has over 28 years' of experience in the finance industry, commencing his career at NAB and working his way through the ranks to management, he gained both an excellent foundation of the industry and acquired a level of professionalism and knowledge that sets him apart from his competitors.

In 2002, Todd commenced with Stephen Goodwin, Resi Sutherland Shire, and established an extremely successful business that became the No. 1 office in Australia, based on integrity, communication, quality and proactive approach. Todd transitioned to YBR in May 2015 as part of the sale of the Resi brand and will continue to offer the same level of high customer service under the YBR model.
Born and raised in the shire, Todd is married with two great kids, who keep him on his toes and provides some much needed perspective in such a busy professional environment.

Testimonials

We went to ybr to review our home loans. Todd helped us obtain a significantly better rate than our bank who we were with for more than 10 years. The whole re-finance experience was seamless and The lower mortgage helped improve our cash flow. I recommend the team at yellow brick road if you want to get ahead. ~Enrico Cruz

As a first home buyer, I was extremely happy with the service received from Janelle. Janelle went above and beyond our expectations on multiple occasions, and was completely committed to making sure our experience was a positive one. She was always prompt and transparent in her communication and ensured we understood all the processes involved with buying our first home. I would highly recommend using Janelle, and we will definitely be returning to her again in the future! ~Caitlin Trindall

Todd has looked after six home loans for me to date. Todd has always found me the best deal for my needs and offered wonderful service whenever required. When we moved to Queensland we kept returning to Todd to look after all our lending needs. I could give no higher recommendation and look forward to doing future dealings with Todd and all the members of Yellow Brick Road Sutherland. ~Sean Hildred

Todd from YBR has looked after us for over 20 years. He offers a friendly personalised service that you don’t get in a bank branch. Our most recent purchase was our first auction and Todd made the whole process easy for us. ~Geoff Smith

Todd at Yellow Brick Road Sutherland has looked after us some years now and has always been very helpful in providing the best loan to suit us. The service is always efficient and friendly from the whole team and I could not recommend them highly enough. ~Sarah Christer